Job description
Client Relationship & Scheduling Coordinator (Work From Home)
Company:Expivia Marketing
Location:Work From Home(Initial Training at Expivia’s Main Office – Erie, PA)
Employment Type:Full-Time
Why You’ll Love This Role
Join afast-growing, professional organizationand enjoy the flexibility of working from home. After completing amandatory in-person training at Expivia’s main office in Erie, PA, you’ll transition into a permanent remote role where you’ll play a key part in keeping clients connected with their financial advisers.
What You’ll Do
Communicate with current clients of financial advisers by phone and email (No cold calling)
Conduct scripted qualifying questions to understand client interest and needs
Schedule, confirm, and manage adviser appointments
Follow up with clients to maintain engagement and a positive experience
Keep adviser calendars organized and accurate
What We’re Looking For
High school diploma or GED (required)
Experience in customer service, scheduling, or sales (preferred)
Must successfully pass a criminal background check
Proficient with Microsoft Word & Excel
Excellent communication skills and professional phone presence
Organized, detail-oriented, and able to multitask effectively
Positive attitude and commitment to client satisfaction
Compensation & Growth
Starting Pay:$14.00 - $15.50 per hour (based on experience)
Pay Increase:Eligible for a raise after 90 days
Career Growth:Expivia Marketing promotes from within for management, HR, and client service roles.
Clear Career Path:This position offers the opportunity to grow fromClient Relationship & Scheduling Coordinator (Appointment Manager)into anAdvisor Support Coordinatorrole — a higher-paying position with expanded responsibilities.
Why Work With Expivia
This isn’t just a scheduling job — it’s akey relationship-building rolewith room to grow. You’ll gain valuable experience, enjoy theflexibility of working from home, and be part of a company that prioritizes internal promotion as we expand.
Salary: $14.00-$15.50Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.